Discover the experiences of US persons and Americans in the UK getting investment advice from Edale. Here, you’ll find a collection of personal stories, insights, and reviews from American expatriates who have navigated the UK investment landscape with Edale’s guidance. These testimonials offer a real-world glimpse into how Edale’s expert advice on investing in the UK has positively impacted their financial journeys. Whether you’re considering investment opportunities, seeking advice on tax-efficient saving strategies like Lifetime ISAs, or simply looking to connect with others’ experiences, this category provides valuable perspectives to inform and inspire your investment decisions.
Lawrie Chandler provided very helpful advice regarding my situation in the initial consultation and was incredibly knowledgeable about the complexities of US/UK financial matters. Highly recommend!
Knowledgeable about the complexities of US/UK financial matters Read More »
Thanks Lawrie for a useful phone. Much appreciated.
Lawrie Chandler gave me helpful, clearly explained advice in our one-to-one consultation on considerations for US persons regarding UK pensions. He is very good at breaking things down and demystifying terms and options, and his friendly and sympathetic manner were particularly welcome.
Clear explanations and advice with a human touch Read More »
Lawrie was very helpful – I had a quick question which I was struggling to find answers for and Lawrie answered it quickly and clearly. Thank you!
Quick query clearly answered Read More »
Not all the answers we wanted to hear, but extremely helpful.
Very helpful indeed Read More »
As someone with no financial knowledge and a lot of anxiety around investing across borders, Edale was a godsend! Lawrie was so helpful and clear – breaking down my options into manageable steps.
Compassionate and clear financial advice that made all the difference! Read More »
Rang the office for guidance on how to best draw down my US pension and navigate the complex tax rules, they provided a clear and optimal plan. They explained everything, from the nuances of US and UK tax laws to optimal withdrawal plan. A couple of calculations emailed to back the details referred to in
Excellent knowledge and extremely helpful Read More »
My husband and I spoke with Lawrie months ago and I am hugely remiss in posting this testimonial for reasons related the query that prompted me to contact Edale in the first place. Based on incredibly positive feedback about Edale, I’d reached out for tax and retirement advice as we were selling our home in
Exceptional Guidance for US/UK Retirement Strategy Read More »
Grateful for the consultation. Lawrie is very knowledgeable and helpful at answering questions and pointing you in the right direction.
Helpful and informative Read More »
Met with Lawrie who is a wealth of info (no pun intended) for folks like me looking at potential of dealing with US based retirement accounts when becoming tax resident in the UK. Their rates sound very reasonable and Edale can probably save you major headaches and financial pain as these types of situations are
ISA Season. Open Shares ISA Online. Accepts US UK Citizens. More details.
